Editing Folios

Prerequisites: Users require site administrator permissions to complete this task.

Note

Users require folio administrator+ permissions in the folio to edit folios or sub-folios. See one of the following for details:

Edit existing folios or sub-folios. You can edit folios on the Folio Management or Deleted Folio Management view.

Note

The Entity ID in the lower-right corner displays the folio's entity identification number.

To edit a folio:

Log in to Cartella.
Navigate to Settings > Folios.
Right-click the folio or sub-folio and select Edit Folio.
The Edit Folio view displays.
Change the folio name in Name field.
Optional: Change the folio description in the Description field. Use the HTML editor to add formatting, links, media, and view the HTML source code.
Drag or upload an image file to the Folio Image field to display as the folio's thumbnail image.
Select categories to associate with the folio.
Note
Administrators can click Create Category to create a new category to associate with the folio.

Select a sharing permission in the Sharing drop-down list. Choose one of the following:

Sharing Permission	Description
Inherited	Inherits the sharing level from its parent folio.
Public	Allows anyone see the folio and its contents, including viewers who are not logged in to Cartella.
Logged In	Displays the content only to logged-in users.
Specific Groups and Users	Displays the content only to selected groups or individual members. Note If you select this sharing level, a form for selecting users and groups displays.
Private	Displays the folio and its contents only to the folio creator.
Connections	Displays content only to user connections of the creator.

Select or clear the Send Email Notifications Upon Save checkbox. Select users and groups to receive email notifications.

Select or clear restrictions.

Restriction	Description
Read Only	Prevents everyone except administrators from editing folio content. Note Users can view the Read Only folio.
Locked	Prevents users from creating sub-items or comments. Note Users can view the locked folio.
Auto Approve	Automatically approves all sub-items and lower-level items of the site structure.

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